Centrepoint Alliance

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Centrepoint Alliance 500+ advisers & 190+ self-licenced practices who trust us to provide the highest quality services. It’s a complex area. They need quality advice.

Centrepoint Alliance helms one of Australia’s leading networks of financial advisers and brokers. We help build future prosperity for hundreds of thousands of Australians. People face more options, greater choice and higher risk than ever before. Non-conflicted, well informed advice that puts their interests first, not those of a large organisation. So that advice - whether it’s buying a house, paying for insurance or planning for retirement - needs to come from professional advisers. Our purpose is developing and supporting the best financial advisers to provide the highest quality advice. We do this by providing world class technology, services, education, on the ground training, and integrated compliance monitoring to help our advisers build strong prosperous businesses focused on meeting clients' needs. In doing this, we build a community of like-minded professionals who benefit not just from the services and resources we provide, but from each other and the network we create. Our four divisions: Licensee Solutions, Financial Advice, Lending Solutions and Investment Solutions are integrated. This enables us all to see beyond the reach of our individual businesses and practices to share skills and knowledge and take a wider view of a complex and ever-changing market. We are creating a new breed of financial advisers, and setting a new standard of quality and advice Australians can trust. We are creating a new world of financial advice.

Admin and advice can pull in different directions.When admin grows, there’s less time for advice.IconiQ Super Wrap is de...
27/10/2026

Admin and advice can pull in different directions.

When admin grows, there’s less time for advice.

IconiQ Super Wrap is designed to simplify super administration, giving practices more room to focus on clients and advice.

It supports accumulation, TTR and pension in one place, helping reduce double-handling, streamline reporting and create a smoother experience from contribution through to review.

Looking at how your practice manages super across different client life stages?

Explore IconiQ Super Wrap 👉🏻 https://www.iconiqwrap.com.au/platform/super/?utm_source=Facebook&utm_medium=Post&utm_campaign=Oct_2026

21/10/2026

A licensee relationship isn’t just about making sure the boxes are ticked.

It also shapes the support your practice receives day to day.

Before making a move, it’s worth asking:

🔎 Can you access the tools, templates and systems you need when you need them?
🔎 Are the right people available when technical questions come up?
🔎 Are key functions handled in-house, and if they’re outsourced, what does that mean for access and quality?

And don’t forget the licensee community.

Running a firm can be isolating, so having access to peers, shared learning and a broader professional network can make a real difference.

Download our white paper to learn more about what to consider when joining a licensee 🔗 https://info.centrepointalliance.com.au/navigateanewfuture-0?utm_source=Facebook&utm_medium=Post&utm_campaign=Oct_2026

20/10/2026

For Victoria Wallis-Smith, Practice Manager at Wallis Smith Financial, choosing Centrepoint Alliance came down to finding a licensee that felt like the right fit for their business.

After being with another licensee for many years, Victoria and her husband were looking for a change.

They wanted to move beyond a compliance-heavy environment and find broader support for their mature practice as it continued to grow.

That meant finding the right people, services and practical support to help refresh the business and keep developing.

'We wanted to have a licensee that really offered a breadth of services that supported not only the tech and the compliance stuff... but had the other stuff in the background that would support the practice management sort of role and help us grow and develop.'
- Victoria Wallis-Smith, Practice Manager, Wallis Smith Financial

Looking for a licensee that fits your practice? Speak with one of our Regional Managers to learn more 🔗 https://centrepointalliance.com.au/advice-solutions/join-our-license/?utm_source=Facebook&utm_medium=Post&utm_campaign=Oct_2026

Choosing how you're licensed is one of the biggest calls you'll make for your business.Whether you're weighing up a chan...
14/10/2026

Choosing how you're licensed is one of the biggest calls you'll make for your business.

Whether you're weighing up a change or you already run your own AFSL, the question is the same: are you getting the support you need behind it?

At Centrepoint Alliance, we put a strong focus on the support behind the licence.

That includes a community of professional advisers, in-house specialist teams, advice technology and access to competitive rates through the scale of the network.

Our services are delivered in-house rather than outsourced, and our Xplan Support Team is one of the largest in the market.

And as an ASX-listed company, Centrepoint Alliance provides transparency through ASX reporting, so you can see what you’re aligning your firm with.

Thinking about your options? Speak with one of our Regional Managers or learn more here 🔗 https://centrepointalliance.com.au/advice-solutions/?utm_source=Facebook&utm_medium=Post&utm_campaign=Oct_2026

12/10/2026

When Natalie opened Sea Advisory, she started with zero clients.

Three of her former clients soon moved across with her, with her previous employer happy for them to make the move. By the end of her first month, the practice was already growing.

'I opened my business with zero clients...then I had three....in my first month I was working on about eight or nine clients.'
- Natalie Williams, Financial Adviser, Sea Advisory

The early months of starting your own practice can move quickly. For Natalie, those first few clients became the foundation for a growing business.

But getting started is only the first step. Building a sustainable practice also means having the right support around you.

Centrepoint Alliance gives firm owners access to specialist teams, practical resources and a community of other advice professionals to turn to as their business develops.

Thinking about starting or growing your own advice business? Learn more about how Centrepoint Alliance can help 🔗 https://centrepointalliance.com.au/advice-solutions/?utm_source=Facebook&utm_medium=Post&utm_campaign=Oct_2026

08/10/2026

Finding the right super and investment product for clients can be challenging.

IconiQ brings together flexibility, transparent pricing and responsive support to help advice firms meet a wide range of client needs.

'This new offering from IconiQ ticks all the boxes. I get a full and comprehensive range of investments to meet any risk profile and investment need you can imagine - all this with some of the sharpest and most transparent pricing I have seen. Most importantly, the support team is outstanding.'
- Craig Franklin, Principal & Financial Adviser at Auxilium Direct

For Craig, the support behind the platform is also an important part of the experience, with a team available to provide guidance and answer questions when needed.

Interested in seeing how IconiQ could work for your practice? Book a demo and explore the platform 🔗 https://www.iconiqwrap.com.au/book-a-demonstration/?utm_source=Facebook&utm_medium=Post&utm_campaign=Oct_2026

There’s always something worth learning from people who have walked the path before.Our next virtual masterclass is comi...
06/10/2026

There’s always something worth learning from people who have walked the path before.

Our next virtual masterclass is coming up, giving advice business owners the chance to join from wherever they are and hear from industry experts including David Glen from TAL, John Giannikos from AIA, Marshall Ross from Acenda and Adam Crabbe from Zurich.

🗓️ Wednesday 7 October, 11am to 3pm (AEST)

Across the masterclass, we’ll explore:

👉🏻 Future Proofing Cover in the Division 296 Era
👉🏻 Balancing Sustainability and Value (TPD Core)
👉🏻 Strategic Business Succession Advice
👉🏻 Digital Intelligence & Consumer Mega-trends

For more session information, please contact our education team at [email protected]

If you’re interested in finding out more about Centrepoint Alliance and what membership can offer your practice, speak with one of our Regional Managers or learn more here 🔗 https://centrepointalliance.com.au/advice-solutions/join-our-license/?utm_source=Facebook&utm_medium=Post&utm_campaign=Oct_2026

06/10/2026

A licensee relationship can look different from practice to practice.

For Lachlan from Bee Financial, being self-licensed through LaVista means being able to access Centrepoint Alliance as a partner for education, research, compliance, and professional year resources.

'Bee Financial is self-licensed, so we use Centrepoint Alliance as a partner, and they help with all our education and research, as well as giving us some compliance guidelines...it gives us access to a lot of information as well as technical experts.'
- Lachlan O’Donnell, Financial Adviser, Bee Financial

For Lachlan, that support also extends to the wider Centrepoint Alliance community.

Conferences provide an opportunity to connect with advice business owners from across the country, share ideas and hear how other practices are approaching their businesses.

If you’re looking for a partner to support your practice, speak with your Regional Manager or learn more 🔗 https://centrepointalliance.com.au/advice-solutions/?utm_source=Facebook&utm_medium=Post&utm_campaign=Oct_2026

No two client portfolios are exactly the same, which is why flexibility matters.IconiQ gives advisers access to a broad ...
30/09/2026

No two client portfolios are exactly the same, which is why flexibility matters.

IconiQ gives advisers access to a broad range of investment options, including managed funds, managed accounts, direct shares, ETFs and term deposits.

Advisers can also access flexible account structures, comprehensive portfolio reporting, tax positions and statements through one platform.

With many transactions processed electronically, IconiQ supports more efficient portfolio management while giving advisers the flexibility to meet different client needs.

Explore IconiQ here 🔗 https://www.iconiqwrap.com.au/what-we-do/what-we-do-2/?utm_source=Facebook&utm_campaign=September_2026&utm_medium=organic_social

27/09/2026

Keeping up with technology, AI, investment research and the day-to-day demands of growing an advice business can take a lot of time.

For Troy Collins, Founder and Senior Strategic Adviser at Collins Financial Group, Centrepoint Alliance’s research and support has helped his practice explore new opportunities without having to do all the groundwork themselves.

'They've been really good in regards to, I suppose, doing the research around platforms that would be helpful within our business. Over and above the research around investments and typically what we advise on...that's been a great support in regards to the investment research team, and industry platforms and products that are available.'

Being part of a larger network has also given Troy opportunities to connect with other advisers, exchange ideas and see how other practices are approaching growth and efficiency.

Speak to one of our Regional Managers to learn about joining the Centrepoint Alliance community, or discover more here 🔗 https://centrepointalliance.com.au/advice-solutions/?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

Address

Level 8, 309-315 George Street
Sydney, NSW
2000

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+611300557598

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